30 episodes

Pencils Down is a podcast for listeners wanting to learn more about the ins and outs of the securities brokerage landscape. Each episode will feature interviews with the world's leading investment bankers, placement agents, capital providers, and startup CEOs. If you’re looking for insightful conversations with leaders in the capital markets, you’ve come to the right place.
Welcome to Pencils Down!

Pencils Down Federico Baradello

    • Business
    • 5.0 • 18 Ratings

Pencils Down is a podcast for listeners wanting to learn more about the ins and outs of the securities brokerage landscape. Each episode will feature interviews with the world's leading investment bankers, placement agents, capital providers, and startup CEOs. If you’re looking for insightful conversations with leaders in the capital markets, you’ve come to the right place.
Welcome to Pencils Down!

    The Founder’s Gladiator: Kirk Michie on Values-Driven Deals

    The Founder’s Gladiator: Kirk Michie on Values-Driven Deals

    The episode of Pencil’s Down features Kirk Michie, founder of Candor Advisors, a boutique investment bank and transaction advisory firm. Host Fed Baradello’s conversation with Michie uncovered Kirk’s unique approach at Candor, focusing on founder-centric advisory and transaction services, all undergirded by uncompromising values. 

    Their broad-ranging and engaging conversation touched on many topics, including Kirk’s path from a financial advisor to leading his own firm; taking a holistic, purpose-driven approach focused on founders’ goals and not just maximizing fees; his emphasis on integrity and persistence as core values, standing up for founders against predatory buyers, and his aim to be a “guru, guide and gladiator.”

    Fed and Kirk also discussed recent trends in investment banking and opportunities for greater leverage through collaboration platforms like Finalis. Their conversation was an extraordinary manifestation of the power of storytelling. Don’t miss it!

    • 44 min
    Leveraging a Law Background Towards Success in M&A Advisory

    Leveraging a Law Background Towards Success in M&A Advisory

    As fellow “recovering lawyers,” Pencils Down host Fed Baradello and True North’s Ed Gehres engage in a fascinating conversation about how their deep experiences in the field of law prepared them for great productivity and success in investment banking. Sound legal training leads to clarity in execution of business strategy.

    Join Fed and Ed in this episode as they delve into a wide array of issues, including the blurring line between professional services and technology, and how this development has served their respective firms—a particularly timely discussion given how crypto and AI have recently swept the economic and investment banking landscape.

    • 39 min
    Brokering Transactions—in Podcasting, Investment Banking, and Life Itself

    Brokering Transactions—in Podcasting, Investment Banking, and Life Itself

    Investment banker and The Silicon Valley Podcast host Shawn Flynn’s turn as a podcast guest with Pencils Down host Fed Baradello is a beautifully rendered story of how human life is relationship-based, in all its fantastic and motley diversity. We all go through the twists and turns of fate and circumstance, and Shawn’s is a story of finding opportunities in the most unlikely of places. Join him and Fed in this episode of Pencils Down, be delightfully lost in their converging stories… and then find the amazing inspiration and life lessons in both of theirs. This will surely go down as an epic episode of this podcast.

    • 35 min
    From Big Bank to Boutique: A Career Transformation Story

    From Big Bank to Boutique: A Career Transformation Story

    Having spent several decades at the world’s largest bulge bracket banks, including UBS, the ING consortium in Europe, Goldman Sachs, Martin Teevan provides an incredible, behind-the-scenes story in his transition to becoming an independent boutique investment banker with Sheehan Finance, in this latest episode of Pencils Down. Join host Federico Baradello as Marty details what it’s been like, leveraging the experience of being at a bulge bracket bank, and exercising his own brand equity in the investment banking markets. Of particular interest to Finalis’ audience is how Marty’s experience demonstrates and manifests the notion of virtual organizations forming dynamically—and profitably—around collaboration opportunities in the brand-new space of the Finalis Marketplace platform.

    • 27 min
    A Journey Through Investment Banking, to a Life Meaningfully Lived

    A Journey Through Investment Banking, to a Life Meaningfully Lived

    It’s almost a cliché that dealmaking in the investment-banking space is a relationship-driven dynamic. Independent investment bankers like to claim this as a fundamental aspect of their work in the business. But it’s the stories behind this dynamic that make it truly come alive as something real and practical—where genuine practitioners of it become worthy of being emulated, and which indeed are inspiring.

    Graeme Woods’ story is one such inspiring narrative. Join Graeme and Pencils Down host Fed Baradello as they talk about Graeme’s journey through investment banking, and the noble goals his career arc is leading towards, as a direct consequence of the compassion and vision he has had for his clients over the years.

    • 34 min
    How to Build an Investment Bank from Scratch

    How to Build an Investment Bank from Scratch

    It’s almost a cliché in the cultural narrative of the U.S.—attaining the so-called “American Dream” and how people here live that out. Sam Kelly’s story reflects a singular aspect of that: how Americans outside of the mainstream—specifically those from migrant or immigrant backgrounds, communities of color, those from the socioeconomic margins, etc.—reach for that dream, and define it for themselves. In this episode of Pencils Down, Sam reflects back on his public school and undergraduate days, where he had little direction and knew only that he didn’t want to go into government work, as his parents had done. And through his own readings and his gumption to try something different beyond the expectations of his peers and community, found himself working in private equity and finance, after college. Join host Fed Baradello in this human—and humane—story of bootstrapping a life in the financial industry, as it were, via Sam Kelly’s journey into the beating heart of global finance in New York City, USA. Beginning as it did at the very start of the Covid pandemic, Sam’s story about founding Solomon Gideon Capital is extraordinary in its parts, and in its whole.

    • 30 min

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

Anonymous11115a ,

Timely and relevant

A fresh perspective on private market dealmaking from the perspective of dealmakers.

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